Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Domarina AwdowChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2012
William E. Schroen IIIChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2012
Tod William MyerscoughChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2012
Jason Michael FlanaganChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2012
Mohammad Saudi RihanChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-30-2012
Thomas Carrick StricklenChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2012
Shruthi Erram ReddyChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2011
Dustin Vernon MetcalfChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2011
Jeffrey M. RoodmanChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2011
Sanam M. FinneganChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2011
Kellie Marie FarrishChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1010-31-2011
Jeffrey James CarterChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2011
Yuha Elsa TseChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2011
David E. HammondChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2011
Marianella BottoChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2011
Frank SaldanaChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2011
Gurvinder Kaur AujlaChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2011
Bradley AraveChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2011
David Matthew VigilChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2011
Ami Desai IbarraChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2010
Steven FengChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-01-2010
Doron Jared EladChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2010
Alberto Carlos VelascoChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2010
Stacy Ann LeutnerChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1006-07-2010
Adam Wayne PowellChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-01-2010
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Showing 1 to 25 of 43 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.